First Trust Value Line Dividend Fund
FVD
590 hedge funds and large institutions have $7.11B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 167 increasing their positions, 251 reducing their positions, and 39 closing their positions.
151% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 39
36% more funds holding in top 10
Funds holding in top 10: 28 → 38 (+10)
19% more capital invested
Capital invested by funds: $5.98B → $7.11B (+$1.12B)
9% more funds holding
Funds holding: 541 → 590 (+49)
0.05% less ownership
Funds ownership: 62.59% → 62.54% (-0.05%)
33% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 251
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$38.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.05M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$7.6M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$155M |
| 2 |
Morgan Stanley
New York
|
-$16.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$14.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.2M |
FVD Hedge Fund Activity: Q4 2024 in Review
590 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q4 2024, worth a combined $7.11B — up 19% from $5.98B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new FVD positions and 39 closed out — a net gain of 59 holders — while 167 added to existing stakes and 251 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $38.1M. The largest seller was International Assets Investment Management, cutting an estimated $155M.
- 590 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q4 2024, up from 541 in Q3 2024.
- Funds reported $7.11B of First Trust Value Line Dividend Fund stock for Q4 2024, up 19% quarter-over-quarter.
- 98 funds opened new First Trust Value Line Dividend Fund positions in Q4 2024 and 39 closed out, a net change of +59 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q4 2024 was JP Morgan Chase, an estimated $38.1M added.
- The largest First Trust Value Line Dividend Fund seller in Q4 2024 was International Assets Investment Management, an estimated $155M sold.
Based on aggregated 13F filings for Q4 2024.